Southern Region Of Teamsters Pension Plan — Form 5500 plan (Trustees, Southern Region Of Teamsters Pension Trust Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southern Region Of Teamsters Pension Plan is a benefit plan reported by Trustees, Southern Region Of Teamsters Pension Trust Fund under EIN 75-0865705 and plan number 333. The latest loaded filing year is 2023. The filing reports 502 participants and $35,728,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, Southern Region Of Teamsters Pension Trust Fund
- EIN
- 75-0865705
- Plan number
- 333
- Plan type
- 3
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 502
- End-of-year plan assets
- $35,728,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 502 | H, C | 20241011160720NAL0037608864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,728,114
- Total liabilities (EOY)
- $22,636
- Net assets (EOY)
- $35,705,478
- Net assets (BOY)
- $31,049,285
Income & contributions
- Employer contributions
- $1,875,407
- Participant contributions
- $803,746
- Total contributions
- $2,679,153
- Total income / additions
- $6,983,072
Expenses & distributions
- Benefits paid
- $1,736,208
- Administrative expenses
- $590,671
- Total expenses
- $2,326,879
- Net increase / (decrease)
- $4,656,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dulaney & Company, Inc. | ACTUARY | $183,600 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | ADMINISTRATOR | $83,820 | not reported in the loaded dataset | 2023 |
| Robert Harrell Incorporated | CONSULTANT | $64,295 | not reported in the loaded dataset | 2023 |
| Baab & Denison, Llp | ATTORNEY | $37,398 | not reported in the loaded dataset | 2023 |
| Albert Levy, P.C. | ATTORNEY | $30,000 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $19,309 | not reported in the loaded dataset | 2023 |
| C.S. Mckee, L.P. | INV MGMT | $14,084 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, Southern Region Of Teamsters Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Dulaney & Company, Inc. — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Robert Harrell Incorporated — Schedule C compensation
- Baab & Denison, Llp — Schedule C compensation
- Albert Levy, P.C. — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- C.S. Mckee, L.P. — Schedule C compensation